Filed February 26, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,270 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,486 | $95,776+198.1% | $162,163+76.0% | $77,787+267.0% |
| Participation rate | 99.6% | 88.6%+11.0pp | 87.6%+12.1pp | 73.2%+26.4pp |
| Annual return | 25.58% | 37.03%-11.5pp | 115.59%-90.0pp | 32.57%-7.0pp |
| Employer contribution / active EE | $15,224 | $3,874+293.0% | $5,614+171.2% | $2,504+507.9% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $227 | $88+158.8% | $10,843-97.9% | $100+126.8% |